W Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Germantown, TN. Its latest Form ADV filing, dated March 17, 2026, reports $245M in regulatory assets under management, 3 employees, and 500 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
68
2
HNWI
28.4%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$245Mas of March 17, 2026
Discretionary62.1%
$152M
62% of total RAUM62.1%
Non-discretionary37.9%
$93M
38% of total RAUM37.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$245M
Total Accounts500
10Y AUM Change+$140M (+134.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee32:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.